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Questions tagged [process-builder]

The Process Builder is a workflow tool that helps you easily automate your business processes by providing a powerful and user-friendly graphical representation of your process as you build it.

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Record triggered flow. Work around for adding a pause/wait?

So I'm trying to create a record triggered flow from the Quote object. My current process waits until a Quote hits a certain stage, then checks if a field value exists. If it doesn't exist, it updates ...
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Process builder not working on update records

I am working on a process builder, which is triggered whenever a grant contract object is created/edited. Here two objects are used: grant contract the child and grant the parent object. These are the ...
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2 answers
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Calculating the start of a new month in SF

So essentially what I'm looking for is to be able to calculate the start of a new month. So for context, there is a checkbox that I want to clear at the start of every new month (if it's ticked ofc). ...
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How to retain the create date of a deleted Lead record after merging

What I would like to achieve via automation is to record the created date of the latest record on the retained record after merging. Example: A new lead comes in on 01/01/22 and a duplicate lead is ...
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Cannot see "Course Connection" option in Process Builder

I using Salesforce's HEDA fields. I am trying to send Survey Invitation whenever a new "Course Connection" is created using process builder. I am not getting the option "Course ...
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2 votes
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How to temporarily disable duplicate detection with flows?

Salesforce is gradually pushing us to replace workflows and processes with flows. But: workflows have a special property that processes and flows don't have. I refer to Salesforce's Order of Execution ...
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14 views

Field changed triggers approval process

I have a requirement where the Amount field when changed and falls within a range should trigger an approval process. The ranges are (10,000 to 40,000) and(40,000 to 80,000). If the record is already ...
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1 answer
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Issue in process builder

I am working on a process builder on the object Grant which works while it is created/edited.The criteria to be met are (Stage=A AND Substage=B) OR (Stage=C AND Substage=null).If these conditions are ...
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3 votes
1 answer
343 views

Accurately Measure the CPU Time Consumption of Flows and Processes (Release Update)

As per Salesforce Summer ’22 Release Notes, Salesforce will be enforcing the update to accurately measure, log, and limit the CPU time consumed by flows and processes. And doc has this point which is ...
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How to add a new button to the form of new opportunity?

this is the form where i want to add the "save & new quote" button .Is it possible to add a button to the New Opportunity flow? Once the form is felled , I'd like to have the option to ...
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Salesforce Guest User failing invokePostMessage

Context: I am trying to send a slack message when we receive survey response. A survey link is send to the users, the users can fill up the survey back (no need of login). I created a process builder ...
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Error while using an email action

2.1. Create OpportunityContactRole - We can't save this record because the “Update GrantReconts, when GrantContact role is added” process failed. Give your Salesforce admin these details. This error ...
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Email not received from email alerts

Hi all I am trying to receive an email each time I create a new grant with a particular record type a particular organization name linked etc. Few conditions. So I have created an email template ...
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Trigger In managed package causing SOQL Limit Exception

We have a process builder on a object through which we are updating related parent contact field .When we try to update the field from the process builder a trigger is executed which is in managed ...
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1 vote
1 answer
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Process builder failing with newly added global picklist value and new lead source value

We updated our "First Source" global picklist and our "Lead Source" value to include 'Salesforce'. We do not have record types on leads, contacts, or accounts (opportunity record ...
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Field not populating on record

I have a Process Builder that is triggered when an Opportunity is created or updated. The field Partner Manager is set using the lookup: [Opportunity].Primary_Partner__r.OwnerId I queried this field ...
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Automation for Moving Tasks and Events

Good evening all! I am a beginner in process automation and am looking for the simplest way to Create an automation that will move all tasks and events from one custom object to another. The first ...
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Approval process - Initial Submission action not firing process builder scheduled actions

I have a process builder which fires scheduled action whenever the stage of opportunity is changed to 'Pending Sales Acceptance'. And I have an approval process which fires from the same process ...
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Is there any work around to launch screen flow from Process builder

I have a requirement where I need to provide a modal window to user when Case status changes to Revise Invoice status . He can then select Account and a child case gets created under that account . ...
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1 answer
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Process builder condition to exclude a role

AND( OR (ISCHANGED([AccountContactRelation].IsActive ), ISCHANGED([AccountContactRelation].EndDate ), ISCHANGED([AccountContactRelation].Roles ) ), [...
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1 vote
1 answer
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Building date based on the selection from the user

EDIT: CASE( cycle__c, 'Monthly', ADDMONTHS (selected_date__c, 1), 'Yearly', IF( AND( MONTH(selected_date__c) = 2, DAY(selected_date__c) = 29 ), DATE(YEAR(...
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1 answer
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After approval process I need to get the user who requests for the approval

Here in the first image I have given a field update so that my 'Requested by' field has to be updated to the person who requests for the approval.But here instead of getting the user who requests I ...
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1 answer
19 views

Account id is not available to select in process builder

I've created a process builder on Account object. I need to select Id field from the immediate actions. That action is to launch a flow. But Id field is not available in the field picklist.
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Flow triggers Email Alert, but no email sent in Logs, no email received

I created a new Flow that runs on Update of our Custom Object. When the record is updated with a new Assigned_to__c user, it should trigger an Email Alert with Classic Email Template. The Decision ...
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2 votes
0 answers
41 views

Do flows and processes get converted to apex behind the scenes?

Do flows and processes get converted to apex after they are saved and activated? ..or does Salesforce have another way of interpreting them?
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1 answer
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Process Builder - missing "=" operator

My first question post here. I have a Process Builder where I need to check that a priorvalue is not one of two picklist values on Work Order object. This fórmula is already in use with a similar ...
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How to stop Milestone without including Stopped field in Page Layout?

Actually, I want to stop the milestone when an initial activity was created. For that I am using Flow to make Stopped(API : IsStopped) field equals to true. Here flow is working fine and milestone ...
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How do I get service appointments for each and every resource in work type ? (Field Service and Flows Concept)

The process works like this, I created a new field called as, “Number of Resources” in work order and I would like to get appointment for each resource. For example, if the user types Number of ...
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48 views

How to avoid STRING_TOO_LONG error?

I have a Process Builder that creates a Task record when an EmailMessage is created in Salesforce, but i'm getting a STRING_TOO_LONG error in some of the Tasks creation because the Process Builder ...
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1 answer
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How to call an invocable process (process builder) from a flow (Screen Flow)

I need a process to update an sObject name, I tried doing this only with a flow, but the related objects did not update the name of this object. The Name of the sObject is 'Cost Center' The user (...
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1 answer
91 views

SalesForce Action Button Not Passing Variables?

I've created a flow to clone Quote and related Quote Line Items (using this as a loose guide). I'm working in a sandbox environment. When I run 'Debug' in the Flow builder, the flow executes as ...
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1 vote
1 answer
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Need help with two lines in a formula on a process builder. How can use a OR and ISCHANGED together?

I have a picklist with 3 values: fulltime, halftime, and unemployed. My process builder updates halftime and unemployed to "fulltime" (expected behavior) whenever we- get a contract and the ...
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How to create a trigger to prevent admins/devs from creating new workflow rules/process builder

So with flows replacing process builder and workflow rules there's a problem in my org. Admins in other departments whom i'm not the boss of continue to make these, but org wide it's been stated we ...
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Commission Update Formulas

I am writing a formula for commission updates in process builder. This is the criteria Field is estimate writer user user (name of user 1) receives $50, user (name of user 2) receives $45, user (name ...
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1 answer
80 views

Flow Trigger when Field is changed from Certain Value

This has been tricking me up all day and I would love some assistance. I have a flow that I need to update field1 when field2 is updated. The tricky part is I only want this to happen when field2 is a ...
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2 answers
40 views

One Email-to-case should assign to 2 queues [closed]

We have setup one email-to-case and the cases are assigning to one queue....but we have a new requirement came up. If the same email-to-case subject has 'Electronic' then it should be assigned to ...
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Process builder failure after adding new values to multiselect picklist field

Salesforce newbie here... Two new values were added to an existing multiselect picklist field (e.g., 2 new possible roles for a contact), and now the process that gets triggered whenever a new contact ...
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1 answer
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How to modify a list of lightning:recordEditForm in aura component?

submitDetails: function (component, event, helper) { var selectCmp = event.getSource(); console.log("selectCmp", selectCmp); var questions = component.find("...
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Update Number Field on Custom Object based on Opportunity Stage

I would like to update a Number field on a custom object when an opportunity's stage changes to one of a set of options (picklist). I have multiple opportunities related to each object, and need to ...
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0 answers
33 views

Process Builder fails to deploy - field integrity exception

I am trying to deploy a process builder using sfdx into production I use this command to get the component: sfdx force:source:retrieve -m Flow:myFlow And use this command to deploy: sfdx force:source:...
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Only keep street number and first word of address from salesforce Custom field formula using process builder

I am sorry to ask but I have spent 20 plus hours trying to figure out the formula and I can't seem to get it to work. I have a custom Formula field that brings the address over from the Opp to the ...
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41 views

Updating a value in a text field based on the value in a multi-select picklist field of a related object

I have a text field (SName) in my Tickets object whose value updates from a picklist field Unit ID in the related object Resources. One ticket can have more that one resources and hence Unit IDs ...
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1 vote
1 answer
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Use case to Pause a flow salesforce

I have gone thru many links but couldn't understand when would a user click on "Pause" button on flow? What could be a real scenario where we may have to Pause a flow. Any idea?
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1 vote
1 answer
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Insert different sobject records with single DML in Flows Salesforce

Is there a way to insert different sobject records with single DML in flows? I know, in apex we can achieve it by creating a List<sObject> but in case of Flows, Can this be achieved by using ...
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107 views

How to create a flow to update old records and newly created records

I am updating the Primary check box for the below conditions if we are updating any child record with Primary = true, then all other records with Primary = true should be false if we are creating the ...
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What does a duplicate value found: <unknown> duplicates value on record with id: <unknown> indicate in Process Builder deployment?

I'm trying to deploy an invocable process builder via metadata API and getting this error: duplicate value found: <unknown> duplicates value on record with id: <unknown> This is not ...
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19 views

Process Builder Email Alert Error

Email aleert is succesfully sent by Process Builder, But receipent also receving error Probably Limit Exceeded or 0 recipients in 2nd MAIL. Related User: Allocate by is Receipent of Email Alert. On ...
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1 vote
1 answer
162 views

Bypass/deactivate validation rules, workflow rules, process builders in apex class

We are writing batch job to update a field one of object records through batch(around 500K records). I have validation rules, workflow rules, process builders on this object which increases the batch ...
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1 answer
48 views

Process Builder - Immediate Actions creating two tasks instead of one?

On my Process Builder my new decision node is an OR filter on two similar Lead Source values, this is working correctly. The immediate action is to create a Task. The result is two tasks appear in the ...
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41 views

Why do MIXED_DML_OPERATION triggered only in production?

We have a process builder that will run when an personaccount is created/updated if a certain flag is on. When the process builder run, it will call 2 flows in schedule: Flow 1: will create a ...
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